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Wealthspire Advisors, LLC: EL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on EL, newest first. How the timeline and the estimate are built.

Wealthspire Advisors, LLC held 12,251 EL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,251 shares
    Change vs previous 13F +318 shares

    0.01% of the 13F portfolio, value $967,217.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,933 shares
    Change vs previous 13F -1,611 shares

    0.01% of the 13F portfolio, value $856,432.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,544 shares
    Change vs previous 13F +1,613 shares

    0.01% of the 13F portfolio, value $1,418,311.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,931 shares
    Change vs previous 13F -236 shares

    0.01% of the 13F portfolio, value $1,051,360.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,167 shares
    Change vs previous 13F +280 shares

    0.01% of the 13F portfolio, value $983,094.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,887 shares
    Change vs previous 13F -134 shares

    <0.01% of the 13F portfolio, value $784,542.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,021 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $901,335.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,002 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,196,480.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).